Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Reversing a Roth IRA Conversion
Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.
Understanding the Tax Implications of Acquisitions
Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.
Tax Advisor Weekly - April 11, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - April 4, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Tax Advisor Weekly - March 28, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
The Ultimate Guide to Taxes on Secondaries
Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.
A Guide to PTET for Small Business Owners
Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.
Tax Strategies for Independent Medical Professionals
Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.
Tax Advisor Weekly - March 21, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
Home Office Deductions: What Remote Workers Need to Know in 2025
Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.
A Guide to Ohio Tax Forms
Discover everything you need to know about Ohio tax forms in this comprehensive guide. From filing requirements to essential tips, streamline your tax preparation process and ensure compliance with state regulations.
Tax Advisor Weekly - March 14, 2025
This week’s Tax Advisor news roundup highlights the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the AICPA’s take on the IRS. Plus, common tax return mistakes to avoid.
The Hidden Costs of Manual Tax Document Collection—And How to Fix It
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. Although email, paper forms, and manual follow-ups may seem like standard operating procedures, these outdated methods have inefficiencies, security risks, and missed revenue opportunities. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
Tax Advisor Weekly News March 7, 2025
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
Tax Filing Errors Freelancers & Contractors Often Overlook
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
Your 2025 Tax Extension Guide: When, Why, and How to File for More Time
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]
In the Advisor Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.
Tax Advisor Weekly News February 28, 2025
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
What is a BOI Report and How Do You File One?
Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.
A Guide to the Foreign Earned Income Exclusion (FEIE)
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
Alternative Investments Explained: What They Are & How They're Taxed
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
The Ultimate Guide to Tax-Loss Harvesting
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
How to Maximize Tax Deductions for the 2025 Filing Season
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
A Guide to the Key Tax Changes for 2025
The total average cost of working with a financial advisor will depend on what type of advice you're seeking, as well as the fee structure the advisor uses for the services you receive.
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